The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning, storing and retrieving receipts easy
Whether you use an iPad or a device powered by the Android or Windows system, tablets are getting bigger, better and more like laptops. Here are some features to consider before you buy
U.S. study finds that Canadians are spending more time on their mobile banking apps this year than they did both in 2016 and 2015
Canadians will be able to apply for a variety of insurance products from Sun Life from their smartphones or tablets
Clients can now also review details of their GICs as well as view their mortgage statements
Dan Richards discusses how more consumers are using smartphones as their primary device to go online
The bank is also introducing the ability for clients to make Interac e-Transfer payments within Apple’s iMessage platform
Two new studies from J.D. Power reveal that usage and satisfaction with mobile banking is growing significantly among consumers
Canadian banks on the whole are succeeding in encouraging mobile transactions and payments
Advisor’s Virtual Assistant allows advisors to manage their days and tasks as well as review clients’ portfolios on the go